13F Insight
DOSSIER · 13F Holders · Q2 2026
WTMF

WISDOMTREE TR

93 institutions still hold WISDOMTREE TR as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 97717W125·93 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$171M
visible holders
Holders
93
filers reporting
Concentration
27.47%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q2 2026

93 institutions reported WTMF in Q2 2026. MORGAN STANLEY leads at 27.5% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
MORGAN STANLEY
CIK 0000895421
$47M1.1M0.00%Q2 202602
LPL Financial LLC
CIK 0001403438
$21M502K0.00%Q2 202603
Tidemark, LLC
CIK 0002009591
$18M432K3.98%Q2 202604
OneDigital Investment Advisors LLC
CIK 0001690370
$13M315K0.11%Q2 202605
O'Dell Group, LLC
CIK 0001742569
$12M320K2.60%Q3 202506
Stewardship Advisors, LLC
CIK 0001733219
$12M291K2.47%Q2 202607
Cetera Investment Advisers
CIK 0001666741
$11M277K0.01%Q2 202608
EARNED WEALTH ADVISORS, LLC
CIK 0001905663
$11M274K0.72%Q2 202609
Avestar Capital, LLC
CIK 0001704404
$5M132K0.30%Q2 202610
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$3M76K0.00%Q2 202611
WELLS FARGO & COMPANY/MN
CIK 0000072971
$3M72K0.00%Q2 202612
KINGSWOOD WEALTH ADVISORS, LLC
CIK 0001987855
$2M51K0.08%Q2 202613
Vestmark Advisory Solutions, Inc.
CIK 0001736982
$2M50K0.02%Q2 202614
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$2M46K0.00%Q2 202615
Columbus Macro, LLC
CIK 0001727269
$2M42K0.17%Q2 202616
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$2M37K0.00%Q2 202617
Ethos Financial Group, LLC
CIK 0001954242
$1M36K0.10%Q2 202618
Efficient Advisors, LLC
CIK 0001542164
$1M35K0.10%Q1 202619
Asset Allocation Strategies LLC
CIK 0001922879
$1M34K0.21%Q2 202620
Comprehensive Wealth Management, LLC
CIK 0001535202
$1M32K0.59%Q2 2026
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